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If you’ve been dazzled by the brilliant revival in tech stocks over the past couple of months (see Whither tech stocks?), you might want to take a somewhat more measured view by reading the just published July edition of TechMarketView’s IndustryViews Quoted Sector report.As usual, we take you through the short, medium and long-term performance of the major tech indices, and take a deeper dive into the recently enlarged FTSE SCS (software and computer services) index. Then, unlike most commentators, we move outside of the realm of the traditional players, setting them in the context of key adjacent sectors: ITSA (IT staff agencies), BPO, and the major European and Global IT services stocks.Finally we hone in on four of the ‘Dearly Departed’ UK SCS companies that recently exited AIM; two went ‘belly up’ but the other two live on, once again under private ownership.
Posted by Anthony Miller at '08:59'
It’s still far too early to expect any of us to be doing business with the ‘Universal Bank of the Cloud’. At least that’s the conclusion we drew from our research among banking sector business and IT leaders at a recent client conference hosted by banking software firm, Temenos. We wanted to get a sense of the sentiment in the banking sector towards Cloud computing. Perhaps not surprisingly, we found a wide range of views ranging from total ignorance to quite strident opposition, especially for the delivery of core banking systems. Our findings may not bring much cheer to the proponents of Cloud computing, but we do think they reflect the current state of play. Anyway, you can see our thoughts in our new AnalystViews note, Banking in the Cloud. Of course, you need to be a client of the TechMarketView subscription service to see this. If not, Puni Rajah (prajah@techmarketview.com) would be delighted to hear from you.
Posted by Anthony Miller at '10:33'
A warm welcome to SDLC Solutions as another new TechMarketView banner advertiser. SDLC is one of our ‘Little British Battlers’ in the testing space. See our 22nd May 09 post - SDLC carves out its piece of the testing market.Given that most of SDLC’s business comes through the SI channel from the likes of Fujitsu, HP etc (all keen Hotviews readers!), you can understand how a banner ad with us can really hit the desired market - and at the very highest CEO level too.If you are interested in advertising on HotViews, drop Puni an email on prajah@TechMarketView.com.
Posted by Richard Holway at '22:40'
TechMarketView software analyst, Philip Carnelley, recently attended a teach-in by software and translation services company SDL. Though we got a much clearer idea of what SDL does, we were left a little confused over the company’s overall product strategy. Want to know why? Then take a peek at our latest AnalystViews note in the subscriber section of our website. You’re not a subscriber? Then you better contact Puni Rajah (prajah@techmarketview.com) and she will tell you how to become one!
Posted by Anthony Miller at '10:15'
TechMarketView subscription service clients have lots to look forward to in coming weeks, kicking off with a new AnalystViews note, Banking in the Cloud, where we will present the results of our research comparing the views and attitudes of business and technical leaders in the banking industry towards Cloud Computing.We follow this with the next quarterly cycle of IndustryViews reports, analysing the changing shape, structure and valuations of the UK software and IT services (SITS) sector. First cab off the rank will be IndustryViews Quoted Sector, covering publicly quoted UK SITS companies. This will be followed by our in-depth analysis of the M&A scene, IndustryViews M&A, and capped off with IndustryViews Private Equity, looking at venture capital and private equity transactions and investor sentiment. Please contact Puni Rajah (prajah@techmarketview.com) to find out how to subscribe.Finally, a tip for TechMarketView subscription service clients. It’s best to tick the “Keep me logged in” box when you log in especially if you are doing multiple searches in the UKHotViews archive. Don’t forget, the searchable UKHotViews archive includes every article we have written for the past two years, including the pre-TechMarketView “Holway’s HotViews” items. There’s just so much good stuff on companies you know and love - and on those you don’t!
Posted by Anthony Miller at '10:44'
